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403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC.
Plan identification number 002

403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE SPRINGFIELD URBAN LEAGUE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE SPRINGFIELD URBAN LEAGUE, INC.
Employer identification number (EIN):370765550
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01BEVERLY HICKSGIBSON
0022016-07-01BEVERLY HICKS GIBSON
0022015-07-01BEVERLY HICKS-GIBSON
0022014-07-01TONI CURRIE
0022014-01-01TONI CURRIE
0022013-01-01TONI CURRIE
0022012-01-01TONI CURRIE
0022011-01-01TONI CURRIE TONI CURRIE2014-11-07
0022009-01-01 TONI CURRIE2010-10-15

Plan Statistics for 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC.

Measure Date Value
2021: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01197
Total number of active participants reported on line 7a of the Form 55002021-07-0188
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01121
Total of all active and inactive participants2021-07-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01209
Number of participants with account balances2021-07-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01204
Total number of active participants reported on line 7a of the Form 55002020-07-01108
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01108
Total of all active and inactive participants2020-07-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01217
Number of participants with account balances2020-07-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01211
Total number of active participants reported on line 7a of the Form 55002019-07-01103
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0198
Total of all active and inactive participants2019-07-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-01204
Number of participants with account balances2019-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
2018: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01230
Total number of active participants reported on line 7a of the Form 55002018-07-01116
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0193
Total of all active and inactive participants2018-07-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01211
Number of participants with account balances2018-07-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01174
Total number of active participants reported on line 7a of the Form 55002017-07-01135
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0193
Total of all active and inactive participants2017-07-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01230
Number of participants with account balances2017-07-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01179
Total number of active participants reported on line 7a of the Form 55002016-07-01150
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0124
Total of all active and inactive participants2016-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01174
Number of participants with account balances2016-07-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
2015: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01198
Total number of active participants reported on line 7a of the Form 55002015-07-01157
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0121
Total of all active and inactive participants2015-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01179
Number of participants with account balances2015-07-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0133
2014: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01169
Total number of active participants reported on line 7a of the Form 55002014-07-01182
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0116
Total of all active and inactive participants2014-07-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01198
Number of participants with account balances2014-07-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
Total participants, beginning-of-year2014-01-01163
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01169
Number of participants with account balances2014-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01141
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01163
Number of participants with account balances2013-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01143
Total number of active participants reported on line 7a of the Form 55002012-01-01103
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01142
Number of participants with account balances2012-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01165
Total number of active participants reported on line 7a of the Form 55002011-01-01100
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01143
Number of participants with account balances2011-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01177
Total number of active participants reported on line 7a of the Form 55002009-01-01158
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01180
Number of participants with account balances2009-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$229
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-464,674
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$62,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$53,438
Expenses. Certain deemed distributions of participant loans2022-06-30$6,903
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$352,038
Value of total assets at end of year2022-06-30$5,435,944
Value of total assets at beginning of year2022-06-30$5,962,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,032
Total interest from all sources2022-06-30$10,692
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$107,746
Participant contributions at end of year2022-06-30$-7,241
Participant contributions at beginning of year2022-06-30$192,360
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$2,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-527,047
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,435,944
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,962,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2022-06-30$6,903
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$0
Value of interest in pooled separate accounts at end of year2022-06-30$3,420,302
Value of interest in pooled separate accounts at beginning of year2022-06-30$4,168,767
Interest on participant loans2022-06-30$0
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$10,692
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,022,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,601,635
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-827,404
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$244,292
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$53,438
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MAHARLIKA PLLC
Accountancy firm EIN2022-06-30920248036
2021 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,403,378
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$146,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$143,334
Expenses. Certain deemed distributions of participant loans2021-06-30$1,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$390,093
Value of total assets at end of year2021-06-30$5,962,762
Value of total assets at beginning of year2021-06-30$4,706,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,294
Total interest from all sources2021-06-30$16,768
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$99,078
Participant contributions at end of year2021-06-30$192,360
Participant contributions at beginning of year2021-06-30$172,644
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$2,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,256,581
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,962,762
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,706,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,168,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,217,952
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$16,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,601,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,315,585
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$996,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$291,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$143,334
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BENFORD, BROWN AND ASSOCIATES LLC
Accountancy firm EIN2021-06-30364124699
2020 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$530,086
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$112,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$109,790
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$320,775
Value of total assets at end of year2020-06-30$4,706,181
Value of total assets at beginning of year2020-06-30$4,288,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,491
Total interest from all sources2020-06-30$19,415
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$80,701
Participant contributions at end of year2020-06-30$172,644
Participant contributions at beginning of year2020-06-30$110,631
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$2,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$417,805
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,706,181
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,288,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,217,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,921,473
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$19,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,315,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,256,272
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$189,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$240,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$109,790
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BENFORD, BROWN AND ASSOCIATES LLC
Accountancy firm EIN2020-06-30364124699
2019 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$473,807
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$282,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$279,484
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$291,072
Value of total assets at end of year2019-06-30$4,288,376
Value of total assets at beginning of year2019-06-30$4,096,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,734
Total interest from all sources2019-06-30$18,816
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$70,776
Participant contributions at end of year2019-06-30$110,631
Participant contributions at beginning of year2019-06-30$169,511
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$2,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$191,589
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,288,376
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,096,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,921,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,624,678
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$18,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,256,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,302,598
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$163,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$220,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$279,484
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BENFORD, BROWN AND ASSOCIATES, LLC
Accountancy firm EIN2019-06-30364124699
2018 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$565,245
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$194,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$191,415
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$356,655
Value of total assets at end of year2018-06-30$4,096,787
Value of total assets at beginning of year2018-06-30$3,725,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,775
Total interest from all sources2018-06-30$14,199
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$250,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$95,592
Participant contributions at end of year2018-06-30$169,511
Participant contributions at beginning of year2018-06-30$195,349
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$2,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$371,055
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,096,787
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,725,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,624,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,385,870
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$14,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,302,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,144,513
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$194,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$261,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$191,415
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BENFORD BROWN & ASSOCIATES
Accountancy firm EIN2018-06-30370765550
2017 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$614,840
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$141,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$138,700
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$357,331
Value of total assets at end of year2017-06-30$3,725,732
Value of total assets at beginning of year2017-06-30$3,252,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,765
Total interest from all sources2017-06-30$12,911
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$250,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$93,622
Participant contributions at end of year2017-06-30$195,349
Participant contributions at beginning of year2017-06-30$107,241
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$2,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$473,375
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,725,732
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,252,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,385,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,036,935
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$12,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,144,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,108,181
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$244,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$263,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$138,700
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BENFORD BROWN & ASSOCIATES
Accountancy firm EIN2017-06-30364124699
2016 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$461,377
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$148,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$145,441
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$415,575
Value of total assets at end of year2016-06-30$3,252,356
Value of total assets at beginning of year2016-06-30$2,939,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,881
Total interest from all sources2016-06-30$9,740
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$250,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$116,991
Participant contributions at end of year2016-06-30$107,240
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$55,901
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$2,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$313,055
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,252,356
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,939,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,036,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,085,942
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$9,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,108,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$853,359
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$36,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$242,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$145,441
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BENFORD BROWN & ASSOCIATES
Accountancy firm EIN2016-06-30364124699
2015 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$578,113
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$193,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$193,777
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$520,608
Value of total assets at end of year2015-06-30$2,939,301
Value of total assets at beginning of year2015-06-30$2,555,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$150
Total interest from all sources2015-06-30$8,505
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$250,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$113,915
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$165,712
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$384,186
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,939,301
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,555,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,085,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,704,171
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$8,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$853,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$850,944
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$49,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$240,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$193,777
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BENDFORD BROWN & ASSOCIATES
Accountancy firm EIN2015-06-30364124699
2014 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$299,088
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$187,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$177,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$177,534
Value of total assets at end of year2014-06-30$2,555,115
Value of total assets at beginning of year2014-06-30$2,443,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$10,006
Total interest from all sources2014-06-30$4,551
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$250,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$53,716
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$23,467
Other income not declared elsewhere2014-06-30$17,004
Administrative expenses (other) incurred2014-06-30$10,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$111,880
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,555,115
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,443,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,704,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,555,430
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$4,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$850,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$887,805
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$99,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$100,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$177,202
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BENFORD BROWN & ASSOCIATES
Accountancy firm EIN2014-06-30364124699
2013 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$3
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$563,588
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$123,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$118,379
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$277,665
Value of total assets at end of year2013-12-31$2,443,235
Value of total assets at beginning of year2013-12-31$2,003,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,405
Total interest from all sources2013-12-31$9,573
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$98,402
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$2,915
Administrative expenses (other) incurred2013-12-31$5,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$439,804
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,443,235
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,003,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,555,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,203,165
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$9,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$887,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$800,263
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$273,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$179,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$118,379
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BENFORD, BROWN & ASSOCIATES
Accountancy firm EIN2013-12-31364124699
2012 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$416,923
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$342,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$342,497
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$279,093
Value of total assets at end of year2012-12-31$2,003,429
Value of total assets at beginning of year2012-12-31$1,929,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$107
Total interest from all sources2012-12-31$12,924
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$106,256
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$26
Administrative expenses (other) incurred2012-12-31$107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$74,319
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,003,429
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,929,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,203,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,161,058
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$12,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$800,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$768,052
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$124,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$172,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$342,497
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BENFORD BROWN & ASSOCIATES
Accountancy firm EIN2012-12-31364124699
2011 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$301,140
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$272,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$257,840
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$288,446
Value of total assets at end of year2011-12-31$1,929,110
Value of total assets at beginning of year2011-12-31$1,900,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,254
Total interest from all sources2011-12-31$15,088
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$102,062
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$6,993
Administrative expenses (other) incurred2011-12-31$14,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$29,046
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,929,110
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,900,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,161,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,143,229
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$15,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$768,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$756,835
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-9,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$186,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$257,840
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BENFORD, BROWN & ASSOCIATES
Accountancy firm EIN2011-12-31364124699
2010 : 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$477,852
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$105,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$83,579
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$311,985
Value of total assets at end of year2010-12-31$1,900,064
Value of total assets at beginning of year2010-12-31$1,527,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,916
Total interest from all sources2010-12-31$19,796
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$90,907
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$10,677
Administrative expenses (other) incurred2010-12-31$21,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$372,357
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,900,064
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,527,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,143,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$881,845
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$19,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$756,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$645,862
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$135,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$221,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$83,579
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31SIKICH GARDNER & CO., LLP
Accountancy firm EIN2010-12-31363168081

Form 5500 Responses for 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC.

2021: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF THE SPRINGFIELD URBAN LEAGUE, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050508G
Policy instance 1
Insurance contract or identification number050508G
Number of Individuals Covered212
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $454
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees454
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050506G
Policy instance 1
Insurance contract or identification number050506G
Number of Individuals Covered217
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $386
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees386
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050506G
Policy instance 1
Insurance contract or identification number050506G
Number of Individuals Covered204
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $317
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees317
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050506G
Policy instance 1
Insurance contract or identification number050506G
Number of Individuals Covered211
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $545
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees545
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050506G
Policy instance 1
Insurance contract or identification number050506G
Number of Individuals Covered230
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,097
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1097
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameST. LOUIS REGIONAL OFFICE

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